This role is for one of our clients
Compensation: $70 - $100 per hour
We're seeking advanced Excel experts with deep, hands-on experience in finance — professionals who live in spreadsheets, building financial models and analyses at a senior, professional level. Your expertise will directly elevate the quality of the training data behind the most advanced Large Language Models.
This role is for finance professionals who apply advanced Excel — three-statement modeling, valuation, forecasting, and data analysis — in domains such as private equity, investment banking, hedge funds, and equity research (accounting / FP&A also welcome).
Requirements
Key Responsibilities
- Guide research teams to close knowledge gaps and improve AI model performance on Excel-based tasks within finance.
- Design realistic, domain-relevant Excel tasks drawn from your professional experience, and write accurate, well-structured solutions.
- Evaluate Excel tasks and solutions and provide clear, written feedback.
- Collaborate with other subject matter experts to ensure consistency and accuracy in training data.
Core Qualifications
- Demonstrated advanced, professional-level Excel expertise, including advanced formulas (e.g., XLOOKUP, INDEX/MATCH, dynamic arrays), PivotTables, financial modeling, dashboards, Power Query, Power Pivot, and macros/VBA.
- Hands-on professional experience applying Excel within a finance domain — private equity, investment banking, hedge funds, or equity research (accounting / FP&A also considered), including work such as three-statement models, LBO/DCF and valuation, and forecasting.
- Demonstrable career progression in your field.
- Prior experience in AI training, human data annotation, or model evaluation — ideally Rubrics-trained on Mercor or a comparable platform — is a strong plus.
- Ability to engage reliably for 40 hours/week during weekdays through the end of September, then 20 hours/week thereafter.
- Verbal and written communication skills, problem-solving skills, and interpersonal skills.
- United States–based only.
Skills Required
- Advanced, professional-level Microsoft Excel expertise
- Advanced formulas, including XLOOKUP, INDEX/MATCH, and dynamic arrays
- PivotTables and financial dashboards
- Power Query and Power Pivot
- Macros and VBA
- Professional finance experience in private equity, investment banking, hedge funds, equity research, accounting, or FP&A
- Experience with three-statement modeling, LBO or DCF modeling, valuation, and forecasting
- Demonstrable career progression in the finance field
- Prior AI training, human data annotation, or model evaluation experience
- Availability for 40 hours per week on weekdays through the end of September, then 20 hours per week thereafter
- Verbal and written communication, problem-solving, and interpersonal skills
- United States-based
What We Do
Weekday is an AI-powered recruitment platform that helps startups hire top-tier engineering and product talent. By leveraging a massive database of white-collar professionals and advanced outreach tools, the company streamlines the hiring process through automated sourcing, AI-driven resume screening, and white-glove contingency services. Their mission is to modernize recruitment by enabling companies to discover and engage passive candidates efficiently, ensuring high-quality hires for critical roles.
